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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3401
CPA Asset Management
Florida
$354K +$377K +1,028 New
RWA
3402
Reicon Wealth Advisors
Georgia
$353K +$376K +1,027 New
BWM
3403
Baron Wealth Management
Michigan
$353K +$94.5K +258 +34%
RA
3404
Ruggaard & Associates
Ohio
$353K +$1.47K +4 +0.4%
AF
3405
ASL Financial
California
$352K +$375K +1,024 New
RWA
3406
Rooted Wealth Advisors
Illinois
$352K +$12.1K +33 +4%
BAG
3407
Bridgewealth Advisory Group
California
$352K -$11.4K -31 -3%
PCM
3408
Poehling Capital Management
Wisconsin
$352K – – –
ACA
3409
Arsenal Capital Advisors
Pennsylvania
$351K +$374K +1,020 New
PAS
3410
Parsonex Advisory Services
Colorado
$351K -$8.06K -22 -2%
QFPS
3411
Quantum Financial Planning Services
Washington
$350K -$48.7K -133 -12%
BIA
3412
BHK Investment Advisors
Alabama
$350K +$85K +232 +30%
NWM
3413
Nova Wealth Management
Florida
$350K -$23.4K -64 -6%
EWA
3414
Emergent Wealth Advisors
New York
$350K +$75.8K +207 +26%
IFS
3415
Ifrah Financial Services
Arkansas
$350K -$6.23K -17 -2%
PMWMG
3416
Parr McKnight Wealth Management Group
Minnesota
$350K +$733 +2 +0.2%
NA
3417
Note Advisors
New York
$349K -$16.5K -45 -5%
FC
3418
Financial Council
Maryland
$349K -$3.66K -10 -1%
BCM
3419
Brooktree Capital Management
Michigan
$349K – – –
WLIM
3420
White Lighthouse Investment Management
Massachusetts
$349K +$94.5K +258 +34%
SHFP
3421
Second Half Financial Partners
Florida
$348K +$12.1K +33 +3%
DAS
3422
Daybright Advisory Services
Florida
$347K +$370K +1,009 New
SHFG
3423
S Harris Financial Group
Texas
$347K +$370K +1,009 New
W
3424
WorthPointe
California
$347K +$107K +293 +41%
CC
3425
Commons Capital
Massachusetts
$347K +$40.3K +110 +12%
135 136
137
138 139